Equities

  • Whitechurch makes US small cap move

    Whitechurch makes US small cap move

    Whitechurch Securities has opted to move into US small cap equities for the first time since before the 2008 financial crash amid an increasingly positive economic outlook and booming business confidence.

  • Money managers unconcerned by sterling slip

    Money managers unconcerned by sterling slip

    Prime Minister Theresa May’s latest remarks on the UK’s single market access prompted a selloff in the pound on Monday, marking a ten-week low against the dollar.

  • 10 years of iPhone – how much have Apple investors made?

    10 years of iPhone – how much have Apple investors made?

    The iPhone is 10-years old today, helping Apple’s share price increase tremendously since the smartphone was unveiled on 9 January 2007.

  • PA ANALYSIS: Beware the 'Icarus trade'

    PA ANALYSIS: Beware the ‘Icarus trade’

    As Icarus found out to his cost, striking the balance between aspiration or confidence and hubris is crucial in many endeavours, with investing a prime example.

  • The seven key asset allocation questions this year

    The seven key asset allocation questions this year

    Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.

  • Skerritts: Brexit uncertainty makes UK uninvestable

    Skerritts: Brexit uncertainty makes UK uninvestable

    Unless you have to invest in the UK market, don’t, is the message from Skerritts Wealth Management’s Andrew Merricks.

  • Value funds poised to weather future sea changes

    Value funds poised to weather future sea changes

    Mid-cap funds have had a strong five years, though a sea change could be looming for larger funds, with those following a value style likely to be the future winners.

  • Indian equities, US mid-caps among December's top sellers

    Indian equities, US mid-caps among December’s top sellers

    Indian equities and US-mid caps made an appearance in the top five biggest selling funds in December alongside some of the usual suspects, according to the Share Centre.

  • Risks abound in housing stocks despite strong Persimmon update – LGIM’s Penny

    Risks abound in housing stocks despite strong Persimmon update – LGIM’s Penny

    Persimmon’s trading update on Thursday may have buoyed housebuilder’s share prices, but listed builders are not out of the woods yet, according to Legal & General Investment Management’s Richard Penny.

  • Income investors need to look abroad in 2017 – Kames

    Income investors need to look abroad in 2017 – Kames

    United Kingdom based income investors will need to look beyond home shores in 2017, according to a Kames Capital fund manager, with better opportunities for income in the US and Asian markets.

  • Global growth will keep trending lower - Macquarie AM

    Global growth will keep trending lower – Macquarie AM

    Investors have not seen the end of the lower for longer trade, according to Macquarie Asset Management head of research Dean Stewart, so selecting bonds and equities will require an even more cautious approach.

  • Rowan Dartington calls for cash overweight

    Rowan Dartington calls for cash overweight

    To protect against volatile markets and political uncertainty, Rowan Dartington is giving higher weighting to cash and building wealth portfolios that offer clients a truly global perspective.